See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $43,695 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,758 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,121 | $63,764+33.5% | $81,930+3.9% | $79,858+6.6% |
| Participation rate | 96.1% | 67.5%+28.6pp | 72.0%+24.1pp | 69.6%+26.4pp |
| Annual return | 14.21% | 22.66%-8.4pp | 29.49%-15.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,030 | $1,795+68.8% | $4,310-29.7% | $2,471+22.6% |
| Participant deferral / active EE | $5,498 | $2,780+97.8% | $7,107-22.6% | $3,740+47.0% |
| Admin fee / account holder | $456 | $4,426-89.7% | $5,158-91.2% | $5,306-91.4% |